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Fed downshift, China easing may cause India to underperform: Raychaudhuri
'Investors are now beginning to understand that on an absolute basis, India is not really that overvalued'
Foreign investors have been cautious about emerging markets: Raychaudhuri
Over the next year, we would expect Sensex and Nifty returns to be in line with their earnings growth
India equities could outperform rest of Asia, says Manishi Raychaudhuri
FY19 earnings growth would possibly settle at 12-14% and that for FY20 could turn out to be 15-16%, says Manishi Raychaudhuri, BNP Paribas' Asian Equity Strategist
Geopolitical risk may impact market sentiment: Manishi Raychaudhuri
Interview with Asian equity strategist at BNP Paribas